Scheduling Master Class

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1 Scheduling Master Class Tips and Techniques for Creating Great Workforce Schedules

2 Meet the Panellists Jonty Pearce, Call Centre Helper Penny Reynolds, The Call Center School Dean Couchman, injixo Chris Dealy, injixo

3 Session Overview In this session, we ll discuss three critical considerations for creating optimal staff schedules: 1. Balancing stakeholder demands 2. Making the most of multi-skilled agents 3. Maximising employee satisfaction

4 Contact Centre Stakeholders Customers Frontline agents Senior management Team leaders/supervisors Human resources

5 Flexibility is Key Schedules must balance: Need for coverage of volatile workload Personal needs and wants of agents Cost of various schedule solutions Compliance with legislation and contracts

6 Flexibility is Key Full-time/part-time options Flexible start times Mixture of days on/off Flexible breaks and lunches Examples Slant schedules ( ) Split shifts/extra long lunches Mixture of days on/off Creative lunch definitions

7 Audience Question What creative methods do you employ to ensure a mix of work schedules that match workforce to workload in a desirable way? Send in your tips and techniques via Chat.

8 Software Demonstration Flexible shift templates Day Models Scheduling constraints so that optimised schedules are workable

9 Multi-Skill Scheduling The Basic Concept: Employ Economies of Scale via Universal Agents

10 Skill-Based Routing Design Traditional Routing Single Skilled Agents Customer Service Calls 50 Customer Service Agents Sales Calls ACD 50 Sales Agents 10

11 Skill-Based Routing Design Universal Agents Cross-trainedAgents Customer Service Calls Sales Calls ACD 80 Sales/Service Agents 11

12 Skill-Based Routing Design Best of Both Worlds? Specialised Agent Groups Customer Service Calls 35 Service Agents 20 Sales/Service ACD Sales Calls 35 Sales Agents 12

13 Skill-Based Routing Design Another Look 50 Service 35 Service 80 Service + Sales 20 S+ S 50 Sales 35 Sales 100 Staff 80 Staff 90 Staff 13

14 Skill-Based Routing Design Skill-Based Routing (SBR) Benefits: Economies of scale Meets caller needs better Increases agent utilisation Increases agent satisfaction Matches caller with best agents Improves service and efficiency 14

15 Software Demonstration Agent skills Schedules for Universal Agents

16 Employee Satisfaction Surveys What Matters to Agents: Compensation Work Schedule Work/Life Balance Training/Development Rewards/Recognition Social Atmosphere Relationship with Supervisor Tools and Resources

17 Software Demonstration Agent portal Viewing schedules, requesting holidays, swapping / bidding for shifts On any device inc. smartphone

18 injixo - award-winning WFM that costs less than you expect! Top-rated WFM in Call Centre Helper 2014 Technology awards, voted no.4 overall Cloud: Continuous innovation 9 per user per month Hosting, updates, backups No server or heavy IT project Min 99.5% uptime guarantee Normally Opex not Capex Streamlined implementation Flex capacity as needed

19 See for yourself Join us for a live web demo Every Friday at 11:00 UK time 90 minutes - deep dive Contact chris.dealy@injixo.com for joining instructions And - find us on

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